Tidal Investments’s UMH Properties UMH Stock Holding History

Tidal Investments’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$375K	Sell	24,795 -2,685	-10%	-$41.1K	﹤0.01%	2209
2026 Q1	$397K	Sell	27,480 -2,079	-7%	-$32.2K	﹤0.01%	1930
2025 Q4	$470K	Sell	29,559 -3,316	-10%	-$49.8K	﹤0.01%	1677
2025 Q3	$488K	Buy	32,875 +10,787	+49%	+$173K	﹤0.01%	1586
2025 Q2	$371K	Buy	22,088 +38	+0.2%	+$650	﹤0.01%	1576
2025 Q1	$412K	Buy	22,050 +4,127	+23%	+$75.1K	﹤0.01%	1416
2024 Q4	$338K	Sell	17,923 -7,251	-29%	-$138K	﹤0.01%	1551
2024 Q3	$495K	Buy	+25,174	New	+$468K	0.01%	1392

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tidal Investments's UMH Position: Q2 2026 in Review

Tidal Investments reduced its UMH Properties (UMH) stake by 9.8% in Q2 2026, selling an estimated $41.1K and leaving 24,795 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #2209.

Tidal Investments first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $495K in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Tidal Investments held 24,795 shares of UMH Properties worth $375K as of Q2 2026.
Tidal Investments sold 2,685 UMH Properties shares in Q2 2026, an estimated $41.1K.
UMH Properties made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2209 holding.
Tidal Investments first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
Tidal Investments's UMH Properties position peaked at $495K in Q3 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.